Purchases and Sales Made in Q3 2022 in Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF) during Q3 2022. The information is specifically focused on institutions that hold shares of FINANCIAL SECTOR SPDR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2022
Q3 2022
|
Ledyard National Bank
|
BUY
|
- |
2.79K+ 1.46% |
$84.8K - $100K
|
195K
$9.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
2.7K+ 16.77% |
$82K - $96.7K
|
18.8K
$921K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
2.67K+ 2.96% |
$81.1K - $95.7K
|
92.8K
$4.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Square, LLC
|
BUY
|
- |
2.65K+ 11.71% |
$80.5K - $94.9K
|
25.3K
$1.24M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.63K+ 10.19% |
$79.7K - $94K
|
28.4K
$1.39M
|
|
|
Oct 28, 2022
Q3 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
2.59K+ 4.5% |
$78.6K - $92.7K
|
60.1K
$2.95M
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.56KNew |
$77.8K - $91.7K
|
2.56K
$125K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2.53K+ 27.35% |
$76.8K - $90.6K
|
11.8K
$577K
|
|
|
Oct 04, 2022
Q3 2022
|
Boltwood Capital Management
|
BUY
|
- |
2.52K+ 7.24% |
$76.4K - $90.1K
|
37.3K
$1.83M
|
|
|
Nov 07, 2022
Q3 2022
|
Essex LLC
|
BUY
|
- |
2.51K+ 7.67% |
$76.2K - $89.9K
|
35.2K
$1.73M
|
|
|
Oct 05, 2022
Q3 2022
|
Modus Advisors, LLC
|
BUY
|
- |
2.5K+ 1.86% |
$75.7K - $89.3K
|
137K
$6.69M
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
2.49K+ 8.5% |
$75.5K - $89.1K
|
31.8K
$1.56M
|
|
|
Nov 10, 2022
Q3 2022
|
Marion Wealth Management
|
BUY
|
- |
2.46K+ 7.46% |
$74.7K - $88.1K
|
35.4K
$1.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.46K+ 7.01% |
$74.5K - $87.9K
|
37.5K
$1.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.41K+ 9.08% |
$73K - $86.1K
|
28.9K
$1.42M
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.4K+ 1.35% |
$72.8K - $85.9K
|
181K
$8.85M
|
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.39K+ 15.84% |
$72.5K - $85.5K
|
17.5K
$856K
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.39K+ 5.92% |
$72.4K - $85.4K
|
42.7K
$2.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
2.38KNew |
$72.3K - $85.3K
|
2.38K
$117K
|
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
BUY
|
- |
2.35K+ 6.2% |
$71.3K - $84.2K
|
40.2K
$1.97M
|
|
|
Oct 05, 2022
Q3 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
2.31K+ 0.69% |
$70.2K - $82.8K
|
335K
$16.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.17K+ 1.67% |
$65.8K - $77.6K
|
132K
$6.47M
|
|
|
Nov 03, 2022
Q3 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
2.16K+ 3.49% |
$65.6K - $77.3K
|
64K
$3.14M
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2.09KNew |
$63.4K - $74.8K
|
2.09K
$102K
|
|
|
Oct 17, 2022
Q3 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
2.08K+ 2.96% |
$63K - $74.3K
|
72.3K
$3.54M
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
BUY
|
- |
2K+ 5.12% |
$60.7K - $71.6K
|
41.1K
$2.01M
|
|
|
Nov 08, 2022
Q3 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.98K+ 24.37% |
$60K - $70.7K
|
10.1K
$494K
|
|
|
Nov 02, 2022
Q3 2022
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.97K+ 5.09% |
$59.8K - $70.6K
|
40.7K
$2M
|
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.96K+ 0.02% |
$59.5K - $70.2K
|
10.4M
$510M
|
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.96K+ 11.13% |
$59.4K - $70K
|
19.5K
$957K
|
|
|
Oct 26, 2022
Q3 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
1.92K+ 22.35% |
$58.4K - $68.9K
|
10.5K
$516K
|
|
|
Oct 26, 2022
Q3 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
1.91K+ 1.9% |
$57.8K - $68.2K
|
102K
$5.01M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.86K+ 2.69% |
$56.5K - $66.6K
|
71K
$3.48M
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.86K+ 2.0% |
$56.3K - $66.5K
|
94.6K
$4.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.81K+ 1.64% |
$55K - $64.9K
|
112K
$5.51M
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.8K+ 12.05% |
$54.5K - $64.3K
|
16.7K
$818K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.77K+ 4.78% |
$53.8K - $63.4K
|
38.9K
$1.9M
|
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.76K+ 7.9% |
$53.4K - $63K
|
24K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.73K+ 0.09% |
$52.4K - $61.8K
|
1.88M
$92.2M
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.7K+ 38.31% |
$51.6K - $60.9K
|
6.14K
$301K
|
|
|
Nov 17, 2022
Q3 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.66K+ 12.49% |
$50.3K - $59.3K
|
14.9K
$731K
|
|
|
Nov 01, 2022
Q3 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.61K+ 3.55% |
$48.8K - $57.6K
|
46.9K
$2.3M
|
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.59K+ 9.86% |
$48.3K - $56.9K
|
17.7K
$868K
|
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.59K+ 8.38% |
$48.1K - $56.8K
|
20.5K
$1M
|
|
|
Oct 12, 2022
Q3 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.55K+ 8.96% |
$47K - $55.5K
|
18.8K
$923K
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.54K+ 3.28% |
$46.7K - $55K
|
48.3K
$2.37M
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
1.53K+ 7.42% |
$46.6K - $54.9K
|
22.2K
$1.09M
|
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1.53K+ 1.64% |
$46.5K - $54.8K
|
94.7K
$4.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.48KNew |
$44.8K - $52.9K
|
1.48K
$72.4K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
1.47K+ 294.6% |
$44.7K - $52.7K
|
1.97K
$96.7K
|